Power BI Essentials: PowerBI for Data Transformation, Reporting and Analytics

Transform your career by mastering Power BI for effective data analysis and dynamic report creation, ideal for business analysts and data professionals seeking to optimize decision-making.

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Essential Skills Gained

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Connect and transform raw data using Power Query Editor.

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Design interactive reports with advanced visualizations and filters.

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Write basic DAX calculations for meaningful insights.

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Publish and manage reports on the Power BI Service.

Format

  • Instructor-led
  • 2 days with lectures and hands-on labs.

Audience

  • Business Analysts
  • Data Professionals
  • Report Developers
  • IT Professionals

Description

Power BI is a powerful tool for turning raw data into meaningful insights, making it an essential skill for professionals who work with reporting, analytics, and business intelligence. Whether you need to organize messy data, create interactive reports, or share insights with your team, knowing how to use Power BI effectively will help you work faster and make better decisions. In this hands-on, expert-led course, you will learn how to connect, clean, transform, and visualize data using Power BI’s core features. You will build practical skills that allow you to structure data for analysis, create dynamic reports, and confidently work within the Power BI ecosystem. Power BI Essentials is a two-day, hands-on course designed for those new to Power BI and walks you through basic workflows, from shaping and preparing data in Power Query Editor to building relationships in a data model and writing basic DAX calculations. You will learn how to apply best practices for formatting reports, use slicers and filters to improve interactivity, and create drill-through pages for deeper insights. You will also explore how to enhance reports with hierarchies, tooltips, and calculated columns, making your visuals clearer and more dynamic. As you progress, you will work with Power BI Service to publish and share reports, set up refresh schedules, and manage workspaces effectively. By the end of this course, you will have the confidence to clean and structure data efficiently, create compelling reports that bring your data to life, and share them seamlessly across your organization. With a balance of instruction and hands-on practice, you will leave with practical skills that can be applied immediately in your work. Whether you are an analyst, business professional, or report developer, this course gives you the foundation to build smarter reports and work more effectively with data.

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Upcoming Course Dates

July 28-29, 2025

10:00 AM - 6:00 PM

Virtual: Online - US/Eastern

Guaranteed to Run

Enroll

$1695

September 15-16, 2025

10:00 AM - 6:00 PM

Virtual: Online - US/Eastern

Enroll

$1695

September 15-16, 2025

10:00 AM - 6:00 PM

Virtual: Online - US/Eastern

Enroll

$1695

Course Outline

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Introduction to the Power BI ecosystem

  1. What is Power BI?

  2. Overview of the Power BI Ecosystem

  3. Tour of the Power BI Desktop

  4. Tour of the Power Query Editor

The Extract, Transform, Load process

  1. Introduction to the Power Query Editor

  2. Clean and transform raw data using the ribbon

  3. Mastering data types

  4. Understanding some of the PQE 'rules'

  5. Leveraging Applied Steps

  6. Finding nulls/blanks/empties

  7. Adding custom columns

  8. Removing unnecessary columns

  9. Introduction to the 'M' language

  10. Modifying the M in the Formula Bar

  11. Merging/appending data sources

  12. Saving/applying transformations

Creating the data model

  1. What is a data model? Why is it necessary?

  2. Reviewing relationships/creating new ones

  3. Using basic DAX to add data

  4. Introduction to filter context and DAX

Enhancing the semantic model

  1. Hierarchies

  2. Hidden fields

  3. Adding synonyms

  4. Adding descriptions

Creating a date table

  1. Why is a date table necessary?

  2. Where is the date table created?

  3. Creating a basic date table

  4. Connecting in a date table

Creating a report

  1. Formatting pages and using themes

  2. Choosing and placing visuals

  3. Formatting visuals

  4. Visual header controls

  5. Editing visual interactions

  6. Slicers and the filter panel

  7. Syncing slicers

  8. Formatting tooltips/creating a tooltip page

  9. Creating a drill through

  10. Understanding and evaluating page/visual performance

Publish a report and semantic model

  1. Publish the report to a designated workspace

  2. Tour of the Power BI Service

  3. Review of the five types of content a workspace can store

Understanding Workspaces

  1. Viewing a report or dashboard

  2. Review of menu options

  3. Understanding editing privileges in Workspaces

  4. Editing a report and saving changes

  5. Creating a dashboard

  6. Setting up a refresh schedule

  7. Creating an app and defining audiences

  8. Publishing a report or dashboard to an app

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.